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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: t36 who wrote (26794)	7/6/1999 11:30:00 AM
From: Eric	Read Replies (1) \| Respond to of 77400

Tuesday July 6, 8:00 am Eastern Time Company Press Release Cisco Introduces New Solution for Accessing Mission-Critical DB2 Mainframe Data Cisco Transaction Connection Provides Cost-Effective, High-Performance Access to IBM Mainframe Databases biz.yahoo.com

To: t36 who wrote (26794)	7/6/1999 12:03:00 PM
From: Zoltan!	Read Replies (2) \| Respond to of 77400

Dow Jones Newswires -- July 6, 1999 DJ J. Hancock's McManus Sees Mkt Rising 5%-10% By Year End NEW YORK (Dow Jones)--Given the healthy economic backdrop, the stock market should post a 5% to 10% gain by year end, according to Paul McManus, portfolio manager of the John Hancock Core Equity Fund. "The checkpoints we're going to be watching, whether it's earnings comparisons, interest rates, inflation, economic growth, all these things look pretty good for the remainder of the year," McManus told CNBC in an interview Tuesday. Although McManus said he would keep a watchful eye on oil prices and international developments, he sees little on the horizon that would trip up this bull market. Accordingly, he sees good value in several large-cap drug stocks, including Pfizer Inc. (PFE) and Merck & Co. Inc. (MRK). McManus also likes tech bellwethers, including Dell Computer Corp. (DELL), Cisco Systems Inc. (CSCO) and Microsoft Corp. (MSFT); and some names in the financial services sector, including Citigroup Inc. (C) and AmSouth Bancorp (ASO). However, McManus said investors should avoid cyclical stocks, which have had a strong run in the first six months, because pricing pressures in those industries continue. interactive.wsj.com

To: t36 who wrote (26794)	7/6/1999 4:33:00 PM
From: freeus	Respond to of 77400

Hi Csco thread, I dont post here much because on csco I just buy and hold. What a company! UPdate from Janus Funds Latest semi annual report: "Janus will invest in a great company regardless of where it falls on an arbitrary valuation scale, provided its business model meets a stringent set of criteria. These include sustainable top-line growth from increased demand and market share gains, a dominant and differentiated industry franchise, high barriers to entry for competitors, recurring revenue, outstanding profit margins and free cash flow generation, and forward-thinking management that builds customer loyalty and shareholder value. "Cisco Systems is one such company, navigating over the past eight years virtually every type of market and political or economic event. As the number one maker of equipment that forms the "plumbing" of the internet and other networking applications, its recently announced acquisition of GeoTel Communications, a leading provider of telephone traffic management software, positions Cisco on the forefront of the convergence of voice, data and video transmission. Make no mistake, Cisco isnt cheap. But with its history of rising free cash flow and early dominance of an industry that's growing at about 30% -40% per year, there still appears to be substantial upside in this exciting company." And as of 4/30/99 Csco was 6.44% of Janus Fund. 1.43% of Janus Balanced Fund, 2.58% of Janus Equity Income Fund, 3.20% of Janus Global Technology Fund, 3.53% of Janus Growth and Income Fund, 3.70% of Janus Mercuy Fund, 3.97% of Janus Olympus Fund, 5.11% of Janus Twenty Fund and 4.91% of Janus Worldwide Fund. My oh my Hope Janus never sells Cisco!!!!!!! Freeus